Color of Money

What is the color of your money?

One of the easiest ways to assist you in figuring out where you should have your retirement assets allocated* is to use a color system. We have created a simple way for you to categorize your retirement assets into Red, Yellow, and Green Money.

* Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.

Red Money

These assets are risky but may provide the best opportunity for growth.

Yellow Money

Yellow assets still have interest rate and volatility risk. Professional money managers may help minimize the risk and potentially provide solid growth opportunities.

Green Money

Green money is safer money. There may not be as much growth potential as other assets but your principal is usually protected.

Don't overlook your risk exposure within your asset allocation.

Asset allocation is a critical component to your overall financial plan and can have a dramatic impact on your retirement future.

Do you know what color your money is? Do you know how much money you should have in Red, Yellow, or Green?

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